Latest Institutional Transactions on American Centy ETF Tr Avantis (AVUS)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
669+ 19.81% |
$54.4K - $67.4K
|
4.05K
$437K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4.57K- 9.48% |
$371K - $460K
|
43.6K
$4.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.29K- 0.74% |
$186K - $231K
|
309K
$33.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-64- 0.1% |
$5.21K - $6.45K
|
61.8K
$6.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-7.39K- 45.7% |
$601K - $745K
|
8.78K
$947K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
204+ 0.59% |
$16.6K - $20.6K
|
35K
$3.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
68.1K+ 234948.28% |
$5.54M - $6.87M
|
68.2K
$7.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
14.7KNew |
$1.19M - $1.48M
|
14.7K
$1.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
7+ 0.1% |
$570 - $706
|
6.95K
$750K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3.09K+ 2.1% |
$251K - $312K
|
151K
$16.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
5.79K+ 4.83% |
$471K - $584K
|
126K
$13.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.5K+ 86.84% |
$855K - $1.06M
|
22.6K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.7K+ 2.24% |
$2.99M - $3.7M
|
1.67M
$181M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-300- 2.54% |
$24.4K - $30.2K
|
11.5K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 11.18% |
$166K - $205K
|
16.2K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
230KNew |
$18.7M - $23.2M
|
230K
$24.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.08KNew |
$169K - $210K
|
2.08K
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-671- 16.31% |
$54.6K - $67.7K
|
3.44K
$372K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19.1K+ 76.7% |
$1.56M - $1.93M
|
44.1K
$4.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
57.4K+ 14.24% |
$4.67M - $5.78M
|
460K
$49.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-135- 1.88% |
$11K - $13.6K
|
7.03K
$759K
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-2.81K- 3.76% |
$229K - $284K
|
72K
$7.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36.2K+ 8.49% |
$2.95M - $3.65M
|
463K
$50M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
199+ 8.24% |
$16.2K - $20.1K
|
2.61K
$282K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-101- 9.03% |
$8.22K - $10.2K
|
1.02K
$110K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-688- 20.19% |
$56K - $69.4K
|
2.72K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
11.7K+ 1013.14% |
$954K - $1.18M
|
12.9K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
7.77K+ 215.93% |
$632K - $783K
|
11.4K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.67K+ 23.06% |
$136K - $169K
|
8.93K
$964K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-168- 1.83% |
$13.7K - $16.9K
|
9.02K
$973K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
283New |
$23K - $28.5K
|
283
$30.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18.7K+ 1190.97% |
$1.52M - $1.89M
|
20.3K
$2.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
3.8KNew |
$310K - $384K
|
3.8K
$411K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.91KNew |
$399K - $495K
|
4.91K
$530K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.7K+ 2.18% |
$383K - $474K
|
220K
$23.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
24.8K+ 47.29% |
$2.02M - $2.5M
|
77.2K
$8.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
313+ 0.86% |
$25.5K - $31.6K
|
36.9K
$3.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-285- 33.18% |
$23.2K - $28.7K
|
574
$62K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
60New |
$4.88K - $6.05K
|
60
$6.48K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.93K+ 11.36% |
$727K - $900K
|
87.6K
$9.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.27K- 2.54% |
$348K - $431K
|
164K
$17.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-285- 4.43% |
$23.2K - $28.7K
|
6.15K
$664K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
279+ 1.11% |
$22.7K - $28.1K
|
25.4K
$2.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.6KNew |
$700K - $867K
|
8.6K
$928K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.87K- 65.36% |
$396K - $491K
|
2.58K
$279K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7.21K+ 5.82% |
$587K - $727K
|
131K
$14.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
30K+ 4.82% |
$2.44M - $3.02M
|
652K
$70.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
398+ 8.06% |
$32.4K - $40.1K
|
5.33K
$576K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-549- 1.79% |
$44.7K - $55.4K
|
30.1K
$3.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.97K- 3.55% |
$242K - $300K
|
80.9K
$8.73M
|